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Annuity Advisor

The following services can be provided: design of annuity plan, and consultation on annuity laws, regulations and policies; training on annuity knowledge or business management knowledge; information about annuity fund management.

Customers are assisted to establish annuity council or annuity management committee and office of such council or committee, formulate the charters of annuity council or committee statutes, and file the annuity plan and scheme; and customers are also assisted in the selection, supervision, evaluation and replacement of annuity fund management institution.

The strategic asset allocation strategy under the annuity fund can be formulated according to customer’s entrustment, including: supervising the management of annuity fund, providing the investment performance evaluation report for annuity fund, and completing the annuity fund management and financial accounting reports.